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Editing and Deleting Job Templates

Article Contents

  • Access Cleaners & Maintenance Job Templates
  • Edit a Job Template
  • Copy a Job Template
  • Delete a Job Template

NOTE: 

  • Job templates can be used to create job settings for automated and manually created jobs.
  • See help article for how to create a job template.
  • See Cleaners and Maintenance Overview for more information. 

Access Cleaners & Maintenance Job Templates 

  • Navigate to Operations > Cleaners & Mx > Automation > Job Templates

job_templates_edit.png

Edit a Job Template

Step 1: Navigate to Operations > Cleaners & Mx > Automation > Job Templates

Step 2: From the dropdown menu on a job template line, click Edit Template

Step 3: Make changes within the job template. See Creating Job Templates for more information.

Step 4: Click Save Job Template

Copy a Job Template

Step 1: Navigate to Operations > Cleaners & Mx > Automation > Job Templates

Step 2: From the dropdown menu on a job template line, click Copy Template

Step 3: Update the Job Template name, make any additional changes needed within the job template. See Creating Job Templates for more information.

Step 4: Click Save Job Template

Delete a Job Template

Step 1: Navigate to Operations > Cleaners & Mx > Automation > Job Templates

Step 2: From the dropdown menu on a job template line, click Delete Template

Step 3: A box will pop up asking to verify deleting the template; click Delete Template

NOTE:

  • The template will be removed from the list of available job templates.
  • If a template is used by a rule for job automation, the rule will also be deleted and it will no longer automatically create jobs for that rule.
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  • Creating Job Automation Rules
  • Creating Job Templates
  • Editing and Deleting Job Automation Rules
  • Creating Job Types
  • Managing Job Workers

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